Evexia Wealth, LLC

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Total assets under management

$329,350,000

Total clients

400

35% high-net worth

Total advisors

of 18 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$823,375

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed project fees for financial planning based on expected hours; ongoing financial planning engagements from $1,800 to $30,000 annually.

Percentage

$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually

Project-based

Up to $300 per hour for financial planning services.

Other

Fee-only: Hourly fees up to $300/hour; Fixed project fees based on expected hours; Ongoing financial planning engagements from $1,800 to $30,000 annually.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Evexia Wealth, LLC

1265 Main Street, Suite 105

Stevens Point WI 54481, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (715) 344-9496

Advisors at this firm

Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Jessica H

Series 65

Oregon City, OR

Evexia Wealth, LLC

Justin K

Series 63, Series 66

Canby, OR

Evexia Wealth, LLC

Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Joel R

Series 65, Series 66

Eau Claire, WI

Evexia Wealth, LLC

Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Joseph W

CFP®, Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

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